EXCELSIOR TEAM WORKBOOK - PowerPoint PPT Presentation

EXCELSIOR TEAM WORKBOOK. Decisions and Notes for Modules 1 – 5. BSMART Business Simulation Management and Relationship Training. We Believe Employee engagement and satisfaction is the key to extraordinary client service .

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Employee engagement and satisfaction is the key to extraordinary client service.

There has been an historical misalignment of interests and incentives between the creators of significant wealth and the advisor in the traditional investment advisory and wealth management business models.

No single firm or advisor can effectively or efficiently serve all of the complex needs that very wealthy families have by the very complicated nature of their affairs.

Wealthy families have earned the right for their trusted advisors to invest time and human capital into their family office to ensure that all of their idiosyncrasies are focused on in every substantial partnership that they have.